global financial crisis (GFC)

Tong's Portfolio

The global economy and investment opportunities as we see it

Over-expansion in private credit leads to financial crisis.

Global Economy

Inflation: the devil we knew

The Fed has made it abundantly clear that if and when inflation accelerates, it will at first sit back and watch.
Inflation: the devil we knew - THE EDGE SINGAPORE

Global Economy

Inflation: the devil we knew

The Fed has made it abundantly clear that if and when inflation accelerates, it will at first sit back and watch.
Singapore's total employment sees sharpest fall in over 2 decades in 2020 : MOM - THE EDGE SINGAPORE

Labour market

Singapore's total employment sees sharpest fall in over 2 decades in 2020 : MOM

Total employment for the was down by 166,600 in 2020

Broker's Calls

CapitaLand, CDL top picks as valuations too cheap to ignore: DBS

DBS believes that most negatives are priced in at an average price to net asset value of 0.6 time, which is close to levels back in the global financial crisis (GFC).
High debt a concern as Singapore faces its most severe downturn, says Menon of MAS

Singapore economy

High debt a concern as Singapore faces its most severe downturn, says Menon of MAS

The economic and health crisis brought about by the Covid-19 pandemic will have quite some ways to go. “We are not at the beginning of the end,” says Ravi Menon, managing director of the Monetary Authority of Singapore (MAS).

Special Feature

China's recovery a boon for Asian high yield bonds

At the start of this year, Asian high yield bonds were one of the asset classes favoured by UBS Asset Management (UBS-AM) to outperform. Their valuations did not look overly stretched and fundamentals were firm. In fact, the US and C

In print this week

Former banker founded Charismatic Capital to offer stock loan financing to underserved companies

Stock loans are nothing new. This form of financing requires borrowers to put up shares as collateral in exchange for a loan. However, the global financial crisis (GFC) in 2008 changed all of that.

Global review

Residential property prices supported by QE, low interest rates, shrinking supply, says RHB

The Singapore residential property market is probably a lot more resilient during Cov-id-19 than it was either during the Asian Financial Crisis (AFC), SARS or the Global Financial Crisis (GFC). Despite the “circuit breaker” measu

Global Economy

The new economic order

Fidelity International believes the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks.
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